See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $185,260 | $107,334+72.6% | $92,893+99.4% | $152,861+21.2% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 21.76% | 145.58%-123.8pp | 109.41%-87.7pp | 345.32%-323.6pp |
| Employer contribution / active EE | $5,547 | $4,221+31.4% | $3,653+51.8% | $4,762+16.5% |
| Participant deferral / active EE | $6,312 | $4,845+30.3% | $4,236+49.0% | $5,850+7.9% |
| Admin fee / account holder | $1,495 | $7,079-78.9% | $5,794-74.2% | $11,596-87.1% |